- Kyndryl (Tallahassee, FL)
- …will span the intersection between complex Business and IT customer solutions , creating transformative offerings that impact across the entire customer organization. ... the successful close. **Contribute to Profitable Growth:** + Drive significant financial outcomes through signings and achieving revenue targets + Ensure sustained… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI… more
- Truist (Winter Park, FL)
- …support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and ... equivalent work-related experience 2. Five years of previous banking or other financial institution experience with an emphasis in operations or administration 3.… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through education and to conduct comprehensive operational, compliance, and financial audits for Raymond James Internal Audit's Wealth Management Team. ... available technology and analytic approaches in evaluating data. Provides comprehensive solutions to escalated complex problems. Results are evaluated at agreed upon… more
- Bank of America (Winter Park, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Cherry Bekaert (Orlando, FL)
- …+ Facilitate resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. ... consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities...providing you and your family with a measure of financial protection. **About Cherry Bekaert** Cherry Bekaert, ranked among… more
- Pearl Interactive Network (Tallahassee, FL)
- …programs and operations. Ensures adherence to master plans and schedules, develops solutions to program problems, and directs work of incumbents assigned to program ... Ensures projects are completed on time and within budget. Acts as advisor to program team regarding projects, tasks, and operations. **Operating Hours:** 8… more
- Kyndryl (Tallahassee, FL)
- …the C-suite, spanning the intersection between complex Business and IT customer solutions , transformations that impact across the entire customer Eco-system. As a ... and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Contribute… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +...at book value) + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more